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  2. Cbwa Holdings, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Cbwa Holdings, LLC

EIN 93-4438643-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
13
5 FUNDY ROAD - FALMOUTH, ME 04105207-245-6200
Plans on this EIN
1 filing
#001401(k)-$2.8M - 13 part

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Retirement#001

CASCO BAY WEALTH ADVISORS 401(K) PLAN

401(k)

Assets$2.8M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASCO BAY WEALTH ADVISORS 401(K) PLAN401(k)$2.8M132025
Retirement plans
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